QUALIFICATIONS

Executive Summary

With more than 40 years of advisory, business services, tax, corporate finance and audit experience James maintains a proactive partnership approach with his clients who benefit from his multi-disciplinary range of services and experience across a wide range of industries.

James passions include Construction, Manufacturing and Family Business. He has great insight into the issues and challenges facing these sectors. James develops a very close relationship with his clients and provides practical and pragmatic advice. His clients appreciate his strong industry expertise and look to him for leadership in emerging issues.

Key areas of expertise:

Construction – Head Contractors

Construction – Trades

Property Investment and Management

Property Development

Family Business

Succession Planning

Business Acquisitions, Disposals and Mergers

Valuations

Relationship Property Disputes

Profit Enhancement

Management and Financial Accounting

Trusts and Investment Accounting

Business Structuring

Education and Affiliations

Bachelor of Commerce

Member of New Zealand Construction Law Society

Australian Family Business Association – accredited Family Business advisor